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Blackstone

669 hedge funds and large institutions have $10.5B invested in Blackstone in 2018 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 234 increasing their positions, 222 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $543M | Put options by funds: $417M

5% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 222

2% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 56

0% more capital invested

Capital invested by funds: $10.5B → $10.5B (+$6.39M)

0% less funds holding

Funds holding: 672669 (-3)

0.69% less ownership

Funds ownership: 49.81%49.13% (-0.69%)

4% less funds holding in top 10

Funds holding in top 10: 2625 (-1)

Holders
669
Holders Change
-3
Holders Change %
-0.45%
% of All Funds
15.32%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.57%
New
57
Increased
234
Reduced
222
Closed
56
Calls
$543M
Puts
$417M
Net Calls
+$126M
Net Calls Change
+$77M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
576
Anchor Investment Management
South Carolina
$105K
CAGAS
577
Capital Advisory Group Advisory Services
Minnesota
$103K -$8.59K -270 -8%
AIM
578
Advantage Investment Management
Iowa
$103K
1IA
579
1834 Investment Advisors
Wisconsin
$103K +$6.84K +215 +7%
PA
580
Parallel Advisors
California
$97K +$3.47K +109 +4%
CWA
581
Clarus Wealth Advisors
Arizona
$97K +$97K +3,047 New
PO
582
Private Ocean
California
$93K
MFBTD
583
MB Financial Bank - Trust Department
Illinois
$92K
PK
584
Pflug Koory
Nebraska
$90K -$43K -1,350 -33%
EA
585
Edge Advisors
Georgia
$78K -$414 -13 -0.5%
PFBT
586
Parkside Financial Bank & Trust
Missouri
$77K
BBHC
587
Brown Brothers Harriman & Co
New York
$76K
MFW
588
Mosaic Family Wealth
Missouri
$72K +$32 +1 +0%
RWA
589
Ropes Wealth Advisors
Massachusetts
$68K
AC
590
Avestar Capital
New York
$66K +$47.7K +1,500 +257%
PAI
591
Pittenger & Anderson Inc
Nebraska
$64K
ST
592
Smithfield Trust
Pennsylvania
$64K
WWM
593
Willingdon Wealth Management
North Carolina
$64K
TCOV
594
Trust Company of Vermont
Vermont
$62K +$55K +1,727 +909%
BWL
595
Bogart Wealth LLC
Virginia
$60K
KCPG
596
Kavar Capital Partners Group
Kansas
$60K
TRCT
597
Tower Research Capital (TRC)
New York
$58K -$70.8K -2,225 -55%
1832 Asset Management
598
1832 Asset Management
Ontario, Canada
$54K
AWM
599
Aevitas Wealth Management
Massachusetts
$54K +$53.3K +1,675 New
MCM
600
Manchester Capital Management
Vermont
$52K

BX Hedge Fund Activity: Q2 2018 in Review

669 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q2 2018, worth a combined $10.5B — up 0.06% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new BX positions and 56 closed out — a net gain of 1 holder — while 234 added to existing stakes and 222 trimmed.

The largest buyer was UBS Group, adding an estimated $182M. The largest seller was Fidelity Investments, cutting an estimated $308M.

  • 669 institutional investors held Blackstone (BX) as of Q2 2018, down from 672 in Q1 2018.
  • Funds reported $10.5B of Blackstone stock for Q2 2018, up 0.06% quarter-over-quarter.
  • 57 funds opened new Blackstone positions in Q2 2018 and 56 closed out, a net change of +1 holder.
  • The largest Blackstone buyer in Q2 2018 was UBS Group, an estimated $182M added.
  • The largest Blackstone seller in Q2 2018 was Fidelity Investments, an estimated $308M sold.

Based on aggregated 13F filings for Q2 2018.